PeopleSoft Enterprise CRM for Insurance

Oracle's PeopleSoft Enterprise CRM for Insurance is a solution tailored to the unique requirements of the insurance industry. It enables insurance companies to manage customer interactions, complex relationships, and partner ecosystems, and to reduce costs.

CRM for Insurance is an industry solution in Oracle's PeopleSoft Enterprise product line.


  • PeopleSoft CRM for Insurance centralizes all claims information, including first notice of loss, claim assignment, and adjustment data. PeopleSoft CRM for Insurance enables insurance professionals to view the claims that have been made by contacts, households, and business accounts. Understanding a customer's claims history, including current claim status, can help sales and service personnel understand this important aspect of the insurance customer relationship.
  • PeopleSoft CRM for Insurance supports property and casualty, life, and health policies, and associates a policy with one or more insured persons or insured assets. All policy types display premium information, policy status, billing and payment history, the agent and broker associated with selling the policy, and the entity responsible for servicing the policy.